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HomeMy WebLinkAbout03-20-06 Jack L. Bergstein Mark S. Galper Jennifer Smith Zofcin Bergstein & Galper, Attorneys at Law 409 Schoonmaker Avenue PO Box A Monessen, PA 15062-0551 p.e. Telephone: 724/684-3444 Facsimile: 724/684-9502 E-mail: mqalper@bqatlaw.com March 15,2006 Glenda Farner Strasbaugh Register of Wills of Cumberland County One Courthouse Square Carlisle, PA 17013-3387 RE: Estate of Abram R. Wells, Deceased No. 21-06-0194 Date of Death: December 21,2005 Ladies and Gentlemen: I am enclosing herewith the following items pertaining to the above-referenced estate: 1. Original Inventory to be filed in the above estate. 2. Two (2) copies of an Inheritance Tax Return to be filed in the above estate, along with a check payable to the Register of Wills, Agent in the amount of Seven Thousand Nine Hundred Seventy and 40/100 ($7,970.40) Dollars, as payment of the tax due and owing on this return at the 5% discount rate; 3. Our check payable to the Register of Wills in the amount of Thirty and 00/100 ($30.00) Dollars for the cost of filing the Inventory and Inheritance Tax Return; 4. Certification of Notice to be filed in the above estate. If you have any questions concerning this, do not hesitate to contact me. Very truly yours, BERGSTEIN & GALB , P.C. ~ ~ 1 . i. ~ * COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT OFFICIAL USE ONLY FILE NUMBER 21 -0 60194 CQUNTyCQi5E ---YEA~ - - NUMBER- - I- Z W C W (J W C DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) Wells, Abram R. DATE OF DEATH (MM-DD-Year) SOCIAL SECURITY NUMBER DATE OF BIRTH (MM-DD-Year) 2 80- 0 1 - 1 321 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS 12/21/2005 02/03/1915 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER W I- ~ :9; en uC:::~ wa..u ::I: 00 UC:::...J a..m a.. <( [Xl 1. Original Return D 4. Limited Estate [Xl 6. Decedent Died Testate (Attach copy of Will) D 9. Litigation Proceeds Received D 2. Supplemental Return D 4a. Future Interest Compromise (date of death after 12-12-82) D 7. Decedent Maintained a Living Trust (Attach copy ofTrust) D 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) D 3. Remainder Return (date of death prior to 12-13-82) D 5. Federal Estate Tax Return Required Q... 8. Total Number of Safe Deposit Boxes D 11. Election to tax under Sec. 9113(A) (Attach 5ch 0) THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: NAME COMPLETE MAILING ADDRESS Mark S. Gal er 409 Schoonmaker Avenue FIRM NAME (If Applicable) BERGSTEIN & GALPER, P.C. P.O. Box A TELEPHONE NUMBER 724-684-3444 Monessen P A 15062 I- Z W C Z o a.. en w c::: c::: o u z o ~ ..J ::J l- e: <C (J w ~ z o ~ I- :> D.. :E o (..) ~ .... 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Corporation, Partn~rship or Sole-Proprietorship 4. Mortgages & Notes Receivable (Schedule D) (1 ) (2) (3) (4) (5) OFFICIAL USE ONLY 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) (6) D Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) 69,298.78 (8) 69,298.78 10,076.28 1,539.90 (11 ) (12) (13) 11,616.18 57,682.60 1,750.00 14. Net Value Subject to Tax (Line 12 minus Line 13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) 16. Amount of Line 14 taxable at lineal rate 17. Amount of Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate 19. Tax Due (14) 55,932.60 x .0_ (15) X .0_ (16) X .12 (17) 55,932.60 X .15 (18) 8,389.89 (19) 8,389.89 ,,---... 20. D CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT > > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH. < < REV-''','''.'''" '* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF Wells. Abram R. FILE NUMBER 21 06 0194 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION VALUE AT DATE OF DEATH 68,194.89 PNC Bank Interest Checking Account Number 50-0366-9511 2. PNC Bank Money Market Account Number 51-3006-4339 1,103.89 TOTAL (Also enter on line 5, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 69,298.78. MAR-13-2006 23:35 PNCBANK 412 768 3458 P.01 o PNCBAN< March 14,2006 Mark S. Galper 409 Schoonmaker Avenue P.O. Box A Monessen, PA 15062-0551 RE: Estate of Abram R. Wells, deceased SSN: 280-01-1321 DaD: 12/21/2005 Dear Mr. Galper: In response to your request for Date of Death balances for the customer noted above, our records show the following: Checking Account Account #5003669511 Established 07/16/2003 ABRAM R WELLS DOD balance: $68,172.34 + $22.55 accrued interest Savings Account Account #5130064339 Established 1 % 1/1979 ABRAM R WELLS DDD balance: $1,101.77 + $2.12 accrued interest Safe Deposit Box #436N Established 03/18/1987 ABRAM R WELLS Located: CAMP HILL BRANCH 2101 MARKET STREET CAMP HILL PA 17011 717-761-2372 Page 1 of2 MAR-13-2006 23:35 PNCBANK 412 768 3458 P.02 Please note that this office only provides date of death balances for deposit accounts (!RAs, CDs, Checking and Savings accounts). We do not process any financial transactions or provide statements. If you need assistance with any of these items, please call1-888-PNC-BANK (1-888-762-2265) or stop by your local PNC Bank branch office. Sincerely, cg)~ LJ.uh- Rachelle Wells 1-800-762-1775 P7-PFSC-04-F 500 first Ave. Pittsburgh PA 15219 Page 2 of2 Member FDIC TOTAL P.02 03/15/2006 14:24 7177638423 .j.~H:.! (;.lrli~lc Pike · C,lIl1t.' Hill. P:\ 17011 PNC BANK PAGE 02 PNCBANK .7:.: I - I III --........ t:J =~l1ti~Ir}lIrL[r~_~.~~:~::~:==::=.~= 1.ESS~-~.!..J,Q~.i & __.___~_______.__._ AGSNT...f:.i.~_--1!..h..~m.e.....~~_..eM....___._ f NUMBER OF SIGNATURES REQUIRED FOR EHTRY._......_.........................._.._.... ~LESSEeOA AUT'HClAlZEDbEPtJ1'YoemQACC3S1O~~~SA.qDEPOSrr8OX. UHCER.sIGNm, IF A LEsseE. call1FIES 'THAT NO c:o.u:aEE OR DEPVn' HA$ DlBJ. Of\ FA tVInY. CEFn'FB i'HATfAJ~a::HlSOA HER PERSONA1.PROPem IS 894Q PlACEO IHTl-EQ TOMCtAlXCBS IS BSNG ' HAl) AND N('( SUCH ~ tIaN THBetf IS BeNG FIEJ.fOVe). (BJ TlfATHEOR H ~ACTJNG PUA8UAHr TO Tl1e AllTHORnY GJIiEN TO HU OR HER SY'TJEOWNER. COi!PWn' OR Lf.SSEI (61M! SNiEDEPOSrr BOX AND THAT SUCH PAWCfPAL JS AI.JVS AND (C) THAT HE ~ SHE IfAKES TJt& FOAEOOlHG STA'J'SIefTS UNOEM PENAlTV ~ CAIMrNAl OR CI'III. ~ lJNDeA AHY AlUYANT STATE lAWS, DATE l1U&' ATT SlGNAllJAE ,'- t ---r {_- .RB T 8 19iiT t ' Jt~ '. ~99.I , " 'r. "-., ';~f.:< (. /:::11' ~ ....: ,. . ,'..:. f. ..... ; ..~ ~ PNCBANK . i ,:'.1 I I J .-.~:~-::-;--.._-~ ~ ..~:- .,-':;"- :':!"'-'.:' - ;,.--. - ....~ ,":;- ..~7..-:,~"'-::-~: ::..-:. - : :~~ .~::.:~~:.1~~~~~t~i_~~:i~;:~:;:;~0~~3€~~::~?~:~:~~~:~~;:~~:~~~~~~~~~~~~~~~::::~~:~~~Z~;;~3:;:f~~:~2;:~~~~~~fr::~.~~1~~~~~.~.:; REV-15HEX + (1-97) * SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT Debts of decedent must be reported on Schedule I. ITEM NUMBER A. ESTATE OF Wells. Abram R. 1. B. 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. FILE NUMBER 21 06 0194 DESCRIPTION AMOUNT FUNERAL EXPENSES: Rhome Funeral Home, Inc. - Balance of Funeral Bill 2,683.99 ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative (s) Eileen L. Rhome Social Security Number(s) I EIN Number of Personal Representative(s) Street Add:-ess 229 Amanda Lane 3,465.00 City Acm e Year(s) Commission Paid: 2006 Attorney Fees Bergstein & Galper, P.C. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) State P A Zip 1 561 0 3,490.00 Claimant Street Address City State Zip Relationship of Claimant to Decedent Probate Fees Register of Wills of Cumberland County 178.00 Accountant's Fees Tax Return Preparel"s Fees Register of Wills of Westmoreland County - Administering Oath To Executrix Register of Wills - Filing Inventory Register of Wills - Filing Inheritance Tax Return Cumberland Law Journal - Estate Notice The Sentinel- Estate Notice 10.00 15.00 15.00 75.00 144.29 TOTAL (Also enter on line 9, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 10 076.28 REV.1512~.("n '* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS ESTATE OF Wells. Abram R. FILE NUMBER 21 06 0194 Include unreimbursed medical expenses. ITEM NUMBER DESCRIPTION AMOUNT 1. Michael Sams, D.O. - Unpaid Medical Bill 77.22 2. West Shore EMS - Unpaid Ambulance Bill 620.34 3. PharMerica - Unpaid Prescription Bill 377.95 4. Orthopedic Institute of Pennsylvania - Unpaid Medical Bill 17.39 5. East Pennsboro Ambulance Service, Inc. - Unpaid Ambulance Bill 447.00 TOTAL (Also enter on line 10, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 1,539.90 REV-'",ex+(1-97) '* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF Wells At ram R. NUMBER 1. 1. 2. 3. 4. 5. 6. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS (include outright spousal distributions) Darlene Grove 527 Mountain Road Dillsburg, PA 17019 Beverly Davis 311 Gettysburg Street Dillsburg, PA 17019 Eileen L.Rhome 229 Amanda Lane Acme, PA 15610 Timothy A. Hart 581 Country Club Road Cheshire, CT 06410 Christopher D. Rhome 1280 Rostraver Street Monessen, P A 15062 Matthew P. Rhome ' 18 Court Street Monessen,PA 15062 FILE NUMBER 21 06 RELATIONSHIP TO DECEDENT Do Not List Trustee(s) 0194 AMOUNT OR SHARE OF ESTATE Niece $ 1,000.00 Niece $ 1,000.00 Niece 1/3 residue estate Nephew 1/3 residue estate Grand-Nephew 1/6 residue estate Grand-Nephew 1/6 residue estate ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, AS APPROPRIATE, ON REV 1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1. 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS Shriners Hosptial For Children c/o Zembo Shrine 2801 North Third Street, Harrisburg, PA 17110 Astro Chapter No. 380 - Order of the Eastern Star c/o Kathryn Runkle 3815 Nottingham Way, Harrisburg, PA 17109 Camp Hill Presbyterian Church 1 01 North 23rd Street Camp Hill, PA 17011 2. 3. 500.00 250.00 1,000.00 TOTAL OF PARTll - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $ (If more space is needed, insert additional sheets of the same size) 1 750.00 ~~ells. wil . Lisa hard drive 5/3/94 LAST WILL AND TESTAMENT OF ABRAM R. WELLS I, ABRAM R. WELLS, of the Borough of Camp Hill, County of Cumberland, Pennsylvania, being of sound mind and memory, do hereby make, publish and declare this to be my Last will and Testament, in manner and form following, hereby revoking any will or wills heretofore made by me. FIRST: I direct that all my legal debts and funeral expenses be fully paid and satisfied, as soon as conveniently may be, after my decease. SECOND: I hereby give, devise and bequeath all of my estate, real, personal or mixed and wheresoever situate to my wife, ANNA S. .., WELLS. THIRD: Should my wife, ANNA S. WELLS, predecease me, then, in that event, I give and bequeath the following: (a) to my nephew, TIMOTHY A. HART, should he survive me, all of my jewelry and personal belongings, including my collection of Indian Bolos. In the event that my said nephew, TIMOTHY A. HART, should fail to survive me, then those items shall be distributed as part of my residuary estate; (b) to The One Hundred Million Dollar Club for the benefit of Shriner's Hospital for Crippled Children, the sum of Five Hundred ($500.00) Dollars; (c) to my niece, EILEEN L. RHOME, my deceased Wife's personal jewelry, our sterling silver flatware, my Wife's personal clothing and similar personal belongings; (d) to my niece and her husband, EILEENL. RHOME and DAVID R. RHOME, or the survivor of them, the ~ A? ~a-- following items: 1. Antique walnut desk with bookcase on top; 2. Antique walnut three-drawer dresser (marble top) and matching mirror in hall; 3. Antique walnut marble top wash stand; 4. Antique inlaid music and literature stand; 5. Reproduction of antique cherry corner cupboard (china closet); 6. Reproduction of antique pine harvest table (drop-leaf); 7. All antique authentic cut glassware; 8. Antique kerosene lamp and wooden Shaker wall bracket. Should EILEEN L. RHOME and DAVID L. RHOME both fail to survive me, then, in that event, I give and bequeath the above-mentioned items to my grand-nephews, CHRISTOPHER D. RHOME and MATTHEW P. RHOME, or the survivor of them. If both CHRISTOPHER D. RHOME and MATTHEW P. RHOME fail to survive me, then, in that event, the above items shall be distributed as part of my residuary estate; (e) to Astro Chapter No. 380, O.E.S. the sum of Two Hundred Fifty ($250.00) Dollars; (f) to Camp Hill Presbyterian Church, the sum of One Thousand (1,000.00) Dollars; (g) to my niece, DARLENE GROVE, the sum of One Thousand ($1,000.00) Dollars; (h) to my niece, BEVERLY DAVIS, the sum of One Thousand ($1,000.00) Dollars; (i) to my nephew, MARSHALL SMITH, the sum of One Thousand ($1,000.00) Dollars; (j) to the Camp Hill Presbyterian Church, my panasonic Digital Piano. ~ /? #.e-dL FOURTH: Should my Wife, ANNA S. WELLS, predecease me, then I give, devise and bequeath all of the rest, residue and remainder of my property and estate, real, personal and mixed and wheresoever located, except for that property which is the subject of a specific bequest as set forth above in Paragraph THIRD, in equal shares, share and share alike, to my followed named beneficiaries: (a) One share to my sister-in-law, KATHRYN M. LOUGHRAN; PROVIDED, that should my sister-in-law, KATHRYN M. LOUGHRAN, fail to survive me, then, in that event, her share shall be distributed to my niece, EILEEN L. RHOME, or to the children of EILEEN L. RHOME, surviving me at the time of my death, should EILEEN L. RHOME fail to survive me; (b) One share to my niece, EILEEN L. RHOME; PROVIDED, that should my niece, EILEEN L. RHOME, fail to survive me, then, in that event, her share shall be distributed to her children, CHRISTOPHER D. RHOME and MATTHEW P. RHOME, in equal shares, share and share alike, or the survivor of them, should either CHRISTOPHER D. RHOME or MATTHEW P. RHOME fail to survive me; (c) One share to my sister-in-law, MABEL HART; PROVIDED, that should my sister-in-law, MABEL HART, fail to survive me, then, in that event, her share shall be distributed to her son, TIMOTHY A. HART, or to the surviving issue of TIMOTHY HART, per stirpes, should TIMOTHY A. HART fail to survive me; (d) One share to my nephew, TIMOTHY A. HART; PROVIDED, that should my nephew, TIMOTHY A. HART, fail to survive me, then his share shall be distributed to his issue surviving me, per stirpes; (e) One share to my grand-nephew, CHRISTOPHER D. RHOME; PROVIDED, that should the said CHRISTOPHER D. RHOME fail to survive me, then, in that event, his share shall be distributed to my grand-nephew, MATTHEW P. RHOME; (f) One share to my grand-nephew, MATTHEW P. RHOME; PROVIDED, that should my grand-nephew, MATTHEW P. ~~ R %:;e//a- RHOME, fail to survive me, then, in that event, his share shall be distributed to my grand-nephew, CHRISTOPHER D. RHOME. FIFTH: All estate, inheritance and other death taxes, together with interest and penalties payable with respect to property or interests subject to taxation by reason of my death and whether passing under my will or any codicil, or, otherwise, including jointly held and other non-testamentary property shall be paid out of the principal of my residuary estate before its division into shares in the same manner as an administration expense. SIXTH: I confer upon my Executor or Executors herein after named, the right to sell or otherwise convert any real or personal property at public or private sale, and upon such terms as my Executor or Executors shall determine and to execute and deliver good and sufficient conveyances, assignments and transfers thereof, without liability of any purchaser for the application of any consideration; to retain any investments at discretion; to borrow money and secure its retainment by mortgage of real or personal property, pledge of investments or otherwise, without liability on the part of the lenders to see to the application thereof; to invest and reinvest at discretion, without restriction to so-called "legal investments"; to make distribution in cash or in kind; and to do all other acts and things necessary or appropriate in the management, administration and distribution of my Estate. with regard to any real estate which I may own at the time of my death, provided that my Wife has predeceased me, it is specifically my intention that my /7/ .r-? -~ // Executor or Executors sell that real estate at a price which they determine, in consultation with a qualified real estate broker or appraiser, to represent the fair market value of the real estate, the proceeds of said sale to be distributed as part of my resiquary estate. SEVENTH: I appoint my niece, EILEEN L. RHOME, and my nephew, TIMOTHY A. HART, to be co-Executors of this, my Last will and Testament. If either of my above-named co-Executors is unable or unwilling to qualify as Executor, or having qualified, is unable or unwilling to continue to so act, then I appoint the other to act as Executor or Executrix in his or her stead. IN WITNESS WHEREOF, I, ABRAM R. WELLS, the Testator above named, have hereunto subscribed my name and affixed my seal, the " /!:It day of Illlf.{/ d , 1994. ac~ ~ '?1~/2/ Abram R. Wells (SEAL) SIGNED, SEALED, PUBLISHED and DECLARED by the above named Abram R. Wells, as and for his Last will and Testament in the presence of us, who have hereunto subscribed our names at his request as witnesses thereunto, in the presence of said testator, and of each other. ACKNOWLEDGEMENT AND AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA COUNTY OF lAP~~lo.""d I, ABRAM R. WELLS, the testator whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; and that I signed it willingly and as my free and voluntary act for the purposes therein expressed. SWORN to or affirmed a~d. acknowledge~1before me by ABRAM R. WELLS, the testator, this ft/f day of 'i!l~ 1994. ~vYL /It . AB R. WELLS tbaJiaf Seat ~ L BeIIrNotaryPcdc Manesssn. ~Co1:n!v "'CMlifl~U1 ~ D;c, 18. UlS5 COMMONWEALTH OF PENNSYLVANIA COUNTY OF We the undersigned witnesses, whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw the testator sign and execute the instrument as his free and voluntary act for the purposes therein expressed; that each subscribing witness in the hearing and sight of the testator signed the will as witness; and that to the best of our knowledge the testator was at that time eighteen (18) years or more of age, of sound mind and under no constraint or undue influence. SWORN to or affirmed an9;subscribe undersigned witnesses this~ day of ... me by the , 1994. ~sea \~ L 8e!JrNo1a:y Prm!o Monssssn, ~ CotI'lty .. MVCOUAlI~~OZ 18, 1e Register of Wills of Cumberland County INVENTORY , Deceased Estate No. 21-06-0194 Date of Death 12/21/2005 Social Security No. 280-01-1321 Estate of ABRArw! R. ~~ILS Also known as Eileen L. Rhome , Personal Representative(s) of the above Estate, deceased, verify that the items appearing on the following inventory include all of the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said inventory represents its fair value as of the date of the Decedent's death, and that Decedent owned no real estate outside the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory (PEF ~ 3301). I/We verify that the statements made in this inventory are true and correct. I/We understand that false statemenLlii herein made are subject to the penalties of 18 Pa.C.S. Section 4904 relating to unsworn falsification to authorities. Name of Attorney: Mark S. Ga1per Personal Representative: Eileen L. Rhome 1.0. No.: 33250 Address: 229 Amanda Lane Address: 409 Schoonmaker Avenue PO Box A Acme, PA 15610 Honessen, PA 15062 Signature: t.~ -1. j~ :3-I.S-C'<C Telephone: 724-684-3444 Date: Description PNC Bank Checking 'Account No. 50-0366-9511 Value $ 68,194.89 PNC Bank Money Market Account No. 51-30064339 1,103.89 Total 69.298.78 (Attach Additional Sheets if necessary) NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative, include the value of each item. but such figures should not be extended into the total of the Inventory. RW-4 CERTIFICATION OF NOTICE UNDER RULE S.6(a) Name of Decedent: Abram R. Wells Date of Death: December 21, 2005 Will Book Volume: Page: Admin. No.: 21-06-0194 TO THE REGISTER: I certify that Notice of Beneficial Interest required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on March 7, 2006 and March 14, 2006. Name Timothy A. Hart Shriners Hospital for Children Eileen L. Rhome David R. Rhome Astro Chapter No. 380 Order of the Eastern Star Camp Hill Presbyterian Church Darlene Grove Beverly Davis Christopher D. Rhome Matthew P. Rhome Torn Corbett, Attorney General Notice has now No Exceptions. Date: March 14, 2006 Address 581 Country Club Road, Cheshire, CT 06410 c/o Zembo Shrine, 2801 North Third Street Harriburg, PA 17110 229 Amanda Lane, Acme, PA 15610 229 Amanda Lane, Acme, PA 15610 c/o Kathyrn Runkle, 3518 Nottingham Way Harrisburg, PA 17109 101 North 23rd Street, Camp Hill, PA 17011 527 Mountain Road, Dill sburg , PA 17019 311 Gettysburg Street. Dillsburg, PA 17019 1280 Rostraver Street, Monessen, PA 15062 18 Court Street, Monessen, PA 15062 16th Floor, Strawberry Square, Harrisburg PA 17120 under Rule 5.6(a) except 409 Schoonmake Avenue, PO Box A Monessen, PA 15062-0551 (724) 684-3444 Personal Representative X Counsel for Personal -- Representative COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT RHOME EILEEN L 229 AMANDA LN ACME, PA 15610 nnnn fold EST A TE INFORMATION: SSN: 280-01-1321 FILE NUMBER: 2106-0194 DECEDENT NAME: WELLS ABRAM R DATE OF PAYMENT: 03/20/2006 POSTMARK DATE: 03/15/2006 COUNTY: CUMBERLAND DATE OF DEATH: 12/21/2005 NO. CD 006449 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $7,970.40 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: CHECK# 007 SEAL INITIALS: MG RECEIVED BY: REGISTER OF WILLS $7,970.40 GLENDA FARNER STRASBAUGH REGISTER OF WILLS u Q) ~ 0.: ~ ~ ~Q) N (1) ~ (0 .9-....<(~ CO~Xr- C) ES~ ~ go c coo... Q) "(i) -5 ~ (;) CJ) g ~~ ~ (1) -.::t m ~ Q 8 ~ ~ \".:r~ r- 8 ~ ~ ~ ~ 6 ~ (J) e~ g ~ ~ : H ~ ~ (J) ~ w 8 P-4 ~ ~ ~ ~ g5 ~ ~ ~ E-i 8 H ~ (J) '& fj tJ ~ 6 t3 ~ 0